Gerrard White is supporting a professional trustee firm in appointing a Head of Insurance Relationships, reporting directly to the Chief Client Officer.
The opportunity
This is a senior commercial role at the centre of the firm’s insurance and de-risking activity. You’ll drive commercial growth and build strategic partnerships with insurers. You’ll also give the firm’s Client Directors what they need to win trustee opportunities and deliver smooth risk-transfer transitions.
Pension de-risking is the core of the role, but not its limit. You’ll work with product leads across Healthcare Trusts, Life Assurance and other product lines. Together you’ll extend the firm’s reach and keep its offering operationally excellent, profitable and sustainable over the long term.
What you’ll do
- Strategic growth: Work with product leads and business development on clear strategic plans that help each product and service reach its revenue goals.
- Opportunity development: Originate new revenue by positioning the firm as the preferred professional trustee partner. That covers pension de-risking, corporate healthcare trusts and broader insurance structures.
- Product collaboration: Partner closely with product leads to align market strategy, co-develop client solutions and find cross-selling opportunities.
- Insurer relationships: Build executive-level relationships across bulk annuity providers, reinsurers, health insurers and commercial consolidators, so the firm’s clients are competitively positioned.
- Trustee advisory: Act as the internal subject matter expert. You’ll equip Client Directors with market intelligence, execution playbooks and strategic guidance.
- Transition excellence: Facilitate buy-ins, buy-outs, consolidation and healthcare trust onboarding from start to finish, with strong governance and member-first outcomes.
- Market intelligence: Track insurer capacity, pricing dynamics, regulatory updates and structural innovation across DB pensions, healthcare and life assurance.
- Operational excellence: Make sure the firm’s services and products meet the highest standards and remain profitable.
What you’ll bring
- Significant leadership experience in pensions de-risking, risk-transfer consultancy, healthcare trusts or corporate life assurance.
- A proven record of originating trustee opportunities, building multi-product strategic alliances and turning market relationships into profitable growth.
- Experience working with internal product leads to package comprehensive governance and risk solutions.
- A solid grasp of DB pension risk-transfer mechanics, healthcare trust set‑ups, group life arrangements and insurer underwriting processes.
- Outstanding negotiation skills, and a history of influencing senior insurance executives, trustee boards and corporate sponsors.
- FIA, APMI, CII or an equivalent qualification is highly desirable.
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Head of Insurance Relationships in City of London employer: Gerrard White Consulting
Join a pioneering digital legal knowledge service that prioritises work-life balance and offers unparalleled flexibility, including hybrid and fully remote options. As part of a dynamic team in Central London, you'll have the opportunity to shape the future of pensions and trusts law while collaborating with top legal experts and contributing to a rapidly expanding service. With a strong focus on employee growth and development, this role provides a unique chance to enhance your expertise in a supportive and innovative environment.
